If your organisation has subscribed to the "Communication" module, you can create surveys in various formats:
- Scale: Employees respond by choosing a score from 0 to 10.
- Single choice: Employees select one answer from a list of options.
- Multiple choice: Employees can select several answers from a list of options.
- eNPS: A standard metric to measure whether your employees would recommend your company.
- Open question: Employees can leave a free-text comment.
- Quiz: A question with one or more correct answers.
- Library: A question from our library on a topic of your choice.
To get started, go to your admin area, menu Communication > Survey tab.
"Surveys & Results" tab
Here, you can create a survey to send to your employees: Simply click on Create a new survey.
- Choose the language, name and description of the survey, then click Next
- Select the type of survey you want (scale, single choice, multiple choice, eNPS, open question or quiz) and enter your question
- Repeat the above step for each question you want to add, then click Next
- Choose the audience for your survey (you can set up teams), then click Next
- Write a thank you message, set a sending frequency if needed, enable reminders and set the campaign duration
Important
To send the survey, make sure you complete Select the sending time. You can pause survey creation at any time by clicking Save as draft.
Once your surveys are set up, you’ll be able to see them whatever their status (active, draft, paused, archived).
📌 You can edit a survey’s settings by clicking the ... at the end of the relevant survey’s row
- Questions tab: Here you’ll find key response statistics for the survey, such as response rate and survey closing date. This tab also lets you view detailed responses.
- Heatmap tab: This tab lets you export response statistics based on various criteria (length of service, age, etc.).
Understanding the other tabs in the Surveys menu
Here, you can view your employees’ responses and reply to them while maintaining anonymity if the survey was set up as anonymous.
In this tab, you’ll find all the beneficiaries in your programme, to whom you can send a survey, as well as the team they belong to.
👉 Add a team
You can create a new team by clicking Add a team:
Set the team name, whether it’s linked to another team, the team type and tags, then click Create team
👉 Manage teams
Once you’ve completed the above step, you can add members and managers by clicking Add, then Save employees.
To remove a beneficiary from a team, click on the team, then on the ... at the end of the beneficiary’s row and select Remove from team.
Frequently Asked Questions
Yes. To enable this option, tick the box: “Anonymous survey (minimum of 4 people)”.
To guarantee anonymity, anonymous results are only displayed if there are at least 4 respondents (default threshold).
Absolutely: just adjust the audience in your survey settings.
You’ll see all your created teams for targeted sending. If you want to send it to everyone, simply select the "All programme members" option.
Yes, you can prepare your survey in advance and set a date and time for it to be sent automatically.
After setting up the questionnaire, you’ll be able to schedule the campaign: you can set the distribution calendar, define the survey’s validity period and automate reminder frequencies.
Analysis is instant. Scores update as soon as a response is submitted.
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